Hacking Through the Weeds to Find the Crypto Gems
Properly Assessing and Managing these Risks is Critical to Your Success Five components of Risk Management: Code Audit Anti Fragile – gets stronger when stressed Low funding risk (fiat) Attack Risk Regulatory “An idea survives if it is a good risk manager, that is, not only doesn’t harm its holders, […]
Depends on the Breadth and Depth of the Community Supporting it Five components of Engagement: Developer Adoption of Protocol Active commenting Reddit Long lasting ongoing discussions in Slack, Telegram, Discord, etc… Positive Twitter Sentiment Uptrend in Google trends This will be quick. Toss a couple of dollars to Earn.com users and […]
No One Agrees on What It Means. You Should Still Try and Evaluate Its Various Dimensions Anyway. Five components of decentralization: Widespread developer contributions Roadmap for decentralized governance Lack of Concentrated Holders (via Wallets) Would function normally without creators Global Given the uncertainty inherent in cryptoasset investing decentralization is an […]
Hint: It’s not relentless marketing and constant feeding of hype cycles Five components of project evaluation: The project is live and has existing users Well written high-quality white paper Demonstrated understanding of the landscape of possible competitors, substitutes Unique Value Proposition Open Source When evaluating projects I want it to […]
What Lurks Beneath the Surface Can Capsize you as a Cryptoasset Investor Five Components of Distribution: Insider skin in the game (allocations subject to vestings and lock ups reflecting their preferred status in obtaining tokens) Optimized for long-term usage of product Equitable token sale (at least 80% of tokens if […]
Ignore This Reality at Your Peril as a Cryptoasset Investor Five components of Investability Disciplined Well Structured Capital Allocation Process Proven Natural Demand (adoption increasing over time) Mechanism to Capture Value Brand Defensibility When investing in something you want to make sure your money is well spent via a disciplined […]
Understanding What They Bring to the Table to Make Your Investment A Success Five components of team evaluation: Track record of historical achievements Distinctive Combination of Skills Unique Qualifications for Tackling the Problem Experience Building Distributed Systems Transparent and consistent ethical behavior For a project to succeed its founding team […]
The Foundation of Successful Cryptoasset Investing When starting the process of evaluating a cryptoassets investment potential. Focus on its cryptoeconomics. Absent robust cryptoeconomics a project is unlikely to deliver value to you as an investor no matter how interesting it might be. Five components of cryptoeconomic evaluation: The project requires […]
Author’s: Chris Burniske and Jack Tatar Bitcoin, with a capital B, is a platform that carries upon it programmable money, known as bitcoin with a lowercase b. Chapter 3 – Blockchain, Not bitcoin? 5 stages of Gartner’s Hype Cycle for Emerging Technologies • Innovation Trigger • Peak of Inflated Expectations • Trough of […]